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Paul H

Series 66

Fort Lauderdale, FL

Morgan Stanley

Paul Harding is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at J Alexanders from 2013 to 2018 and has a background as a student during 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Benjamin R

Series 66

Fort Lauderdale, FL

Morgan Stanley

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

General estate planning guidance
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Richard C

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Richard Corbet is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at E*Trade Securities and National Financial Network. He also has experience outside finance, having worked with Polly's Dock and Clam House. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm utilizes structured planning tools and offers various investment products alongside advisory services.

General estate planning guidance
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Richard D

Series 66

Fort Lauderdale, FL

Morgan Stanley

Richard De Luca is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

General estate planning guidance
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Jeffrey C

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Jeffrey Cole is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

General estate planning guidance
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Pierluigi N

Series 66

Fort Lauderdale, FL

Morgan Stanley

Pierluigi Neri is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked for Northwestern Mutual in various capacities during 2025 and 2026. Outside of finance, he has been involved in tennis-related businesses, including Van Daalen Tennis LLC and AP Tennis LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

General estate planning guidance
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Gerardo A

Series 66

Fort Lauderdale, FL

Morgan Stanley

Gerardo Avitia is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is also the sole proprietor of Goldstreet Collective LLC, a real estate business based in Miami, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

General estate planning guidance
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Mark M

CFP®, Series 66

Fort Lauderdale, FL

Morgan Stanley

Mark Mcbee is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked with Morgan Stanley since 2017 and previously was associated with J.P. Morgan Securities LLC. Outside of finance, he was involved in operating The Fresh Squeeze Cafe, LLC from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on financial planning and investment management supported by firm-approved tools and global market research.

General estate planning guidance
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Axel I

Series 66

Fort Lauderdale, FL

Morgan Stanley

Axel Issel is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at CITI Private Bank from 2013 to 2018 before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Edwin B

Series 63

Fort Lauderdale, FL

Morgan Stanley

Edwin Bertolett is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

General estate planning guidance
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Geoffrey P

Series 66

Fort Lauderdale, FL

Morgan Stanley

Geoffrey Palilla is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Raymond James from 2021 to 2025 and held roles in home health care companies from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kyle B

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Kyle Boos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Boos serves on the advisory board of the Broward Sheriff's Advisory Council, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

General estate planning guidance
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Lauren F

Series 66

Fort Lauderdale, FL

Morgan Stanley

Lauren Fiori is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Her prior roles include positions at BridgeInvest and Smarter Financial Ltd., as well as founding Fiori Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients in their financial decisions.

General estate planning guidance
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Doina B

Series 66

Fort Lauderdale, FL

Morgan Stanley

Doina Benac is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 26 years of industry experience. Her prior work includes 16 years at Citigroup Global Markets and roles at Raymond James & Associates and Morgan Stanley. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Leticia G

Series 66

Fort Lauderdale, FL

Morgan Stanley

Leticia Gomes Teixeira is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Insigneo Advisory Services. Teixeira is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael G

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Michael Gee is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary tools to support its financial planning services.

General estate planning guidance
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Isabella C

Series 66

Fort Lauderdale, FL

Morgan Stanley

Isabella Cozad is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 license with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and scenario modeling, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robin S

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Robin Solis is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 registrations and 14 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2021, Solis worked at UBS Financial Services from 2019 to 2021 and FMSBonds Inc. from 2006 to 2019. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment analyses.

General estate planning guidance
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George S

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

George Salguero is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models outcomes without offering individual security recommendations as part of its standalone planning program.

General estate planning guidance
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Jennifer A

Series 66

Fort Lauderdale, FL

Morgan Stanley

Jennifer Amaya is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. She previously worked at Merrill from 2018 to 2023 and was a contractor for Merrill Lynch through Collabera from 2016 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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